Millie Tang
Edmonton,AB
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Focused Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
14
14
years of professional experience
Work History
Financial Security Advisor
Beam Financial Management Inc.
Edmonton, AB
08.2010 - Current
- Evaluated customer's existing assets in order to recommend additional investments that would increase their net worth over time.
- Implemented portfolio management strategies designed to optimize returns while minimizing risk exposure.
- Developed relationships with clients to understand their individual needs and objectives.
- Developed financial plans for clients to ensure long-term financial security.
- Provided advice and guidance on investments, retirement planning, estate planning and insurance coverage.
- Monitored economic conditions to determine the best course of action for clients' portfolios.
- Ensured compliance with all relevant laws, regulations, policies, procedures and ethical standards within the industry.
- Conducted risk assessments and recommended appropriate products or services to meet client needs.
- Explained complex financial concepts in an easy-to-understand manner for customers who had limited knowledge about investing or finance.
- Attended seminars or conferences related to financial services industry updates or changes in regulations.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Increased assets under management by offering investment and insurance solutions to clients.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Advised customers on financial investment options and capital expenditures.
- Promoted business to increase customer base and grow revenue.
- Provided recommendations for education funding, estate planning and insurance gap analysis.
- Recommended strategies to clients to help achieve financial goals.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
Education
Some College (No Degree) - Mutual Fund License
MFDA
Edmonton, AB08-2010
Some College (No Degree) - Life License And A&S License
Alberta Insurance Council
Edmonton, AB07-2010
Some College (No Degree) - Insurance and Risk Management
Canadian Risk Management
Edmonton, AB12-2007
Some College (No Degree) - Chartered Insurance Professional
The Insurance Institute of Canada
Edmonton04-2006
Some College (No Degree) - Public Speaking
Metro Community College
Edmonton AB04-2002
BMgt - Marketing
University of Lethbridge
Lethbridge, AB08-1998
Skills
- Portfolio Management
- Retirement Planning
- Wealth Management
- Estate Planning
- Making Insurance Decisions
- Planning for Retirement
- Funding Education
- Managing Wealth
- Mutual Funds Understanding
- Increasing Savings
- Sales Follow-Up
- Client Relations
- Mutual Funds
- Relationship Building and Management
- Sales and Marketing
- Analytical Mindset
- Rapport and Relationships
- Benefits Explanation
- Benefits Interpretation
- Verbal and Written Communication
- Employee Benefits Practices
- Event Management
- Email Marketing
- Event Coordination
- Brand Promotion
Affiliations
- Build rapport with peers and clients
- Social event coordinator board member
- Volunteer at various children activity clubs/shows/school events
- Groomer of my own pet
Accomplishments
- achieve sales targets when I was in general insurance and company's targets for beginners in life/investment industry
- client written appreciation to employer when I was at general insurance industry
Languages
English
Native/ Bilingual
Chinese (Cantonese)
Native/ Bilingual
Chinese (Mandarin)
Limited
References
References available upon request.
Timeline
Financial Security Advisor
Beam Financial Management Inc.
08.2010 - Current
Some College (No Degree) - Mutual Fund License
MFDA
Some College (No Degree) - Life License And A&S License
Alberta Insurance Council
Some College (No Degree) - Insurance and Risk Management
Canadian Risk Management
Some College (No Degree) - Chartered Insurance Professional
The Insurance Institute of Canada
Some College (No Degree) - Public Speaking
Metro Community College
BMgt - Marketing
University of Lethbridge
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